Starboard Wealth Management
the advantaged position
About Us
Starboard Wealth Management
Registered Investment Advisor
Starboard Wealth Management is a fee-only RIA located on Cape Cod, Massachusetts serving clients from across the country. We manage portfolios to maximize the after-tax return of every account.
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The owner of Starboard Wealth Management is Justin Hudock. Justin started working on Wall Street right out of school and has successfully applied his knowledge of markets and 20+ years of experience to increasing client returns.
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Our Process
+ Personalized On-Boarding
+ Detailed and Transparent Account Management
+ Continuous Portfolio Monitoring and Rebalancing
= Long-term Wealth Creation
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After a detailed financial profile of the client, we will tailor a bespoke financial solution to fulfill long-term goals. We use fundamental analysis to spot potential investments; and technical and sentiment analysis for entry points and the re-balancing of positions. Our holding periods are long-term and ideally at least five years. Our main asset custodian is Charles Schwab.
Our Fees
0.60% per year for the first $1 million
0.50% per year for the next $3 million
0.40% per year for amounts over $4 million
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*No fee for cash/money market balances up to $50k
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Our Fees are based on assets under management, billed quarterly, and prorated for large deposits and withdrawals. Fees can be negotiated in special circumstances. Minimum starting assets of $200k.
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Recent Blogs
Contact
We offer a complimentary "Get acquainted" meeting to find out more about your goals and to see if Starboard Wealth Management is a good fit for you.
508-221-7076
Marstons Mills, MA
These links will take you to Starboard Wealth Management's SEC filed ADV; and to FINRA's database of backgrounds and complaints against brokers and brokerage firms.